2026-06-15T10:46:19-05:00 2025-07-31 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2024-08-01 936066392 GLAZIERS APPRENTICESHIP AND JOURNEYMAN TRAINING FUND GLAZ 5039641059 3010 NW CAMPUS DRIVE ESTACADA OR 97023 MIKE JAMES SECRETARY / TREASURER 5039641059 2026-06-11 1 1 STEVEN R COLEMAN CPA P01854803 5093230272 2026-06-11 2024 2025-03-06 01:10:19Z MIKE JAMES 3010 NW CAMPUS DRIVE ESTACADA OR 97023 814399 0 X HTTPS://GLAZIERSLOCAL740.ORG/ X 1969 OR APPRENTICE TRAINING PROGRAM FOR THE WINDOW GLAZING TRADE. 6 0 11 0 0 0 0 105000 721148 674508 30948 16356 10191 12821 762287 808685 0 0 0 0 400413 478278 0 0 0 348851 328578 749264 806856 13023 1829 3225392 3226568 269 597 3225123 3225971 APPRENTICE TRAINING PROGRAM FOR THE WINDOW GLAZING TRADE. 0 0 539548 687329 THE ORGANIZATION PROVIDES INSTRUCTION AND TRAINING TO APPRENTICES IN THE GLAZING TRADE. AS PART OF THIS TRAINING, A WELDING COURSE IS ALSO OFFERED. 539548 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 11 1 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 1 0 X MIKE JAMES 5039641059 3010 NW CAMPUS DRIVE ESTACADA OR 97023 JERRY FISHER ALTERNATE TRUSTEE 1.00 X 0 0 0 JEFF TOTH EMPLOYEE TRUSTEE (BEG 1/8/25) 1.00 X 0 0 0 JASON D' AMBROSIO EMPLOYER TRUSTEE 1.00 X 0 0 0 MIKE JAMES EMPLOYEE TRUSTEE/SECRETARY 1.00 X 0 0 0 TONY AQUILLA EMPLOYEE TRUSTEE (THROUGH 1/8/25) 1.00 X 0 0 0 PHILLIP BATTAGLIA EMPLOYER TRUSTEE 1.00 X 0 0 0 MARTIN VASQUEZ EMPLOYER TRUSTEE/CHAIRMAN 1.00 X 0 0 0 AARON ANDERSON EMPLOYEE TRUSTEE 1.00 X 4369 0 1942 CRAIG FEELY TRAINING COORDINATOR (OUTGOING) 40.00 X 128633 0 48035 133002 0 49977 1 0 1 0 0 5000 100000 105000 EMPLOYER CONTRIBUTIONS 525100 672428 672428 TUITION 525100 2080 2080 674508 19570 19570 2500 5714 -3214 -3214 -3214 OTHER INCOME 900099 12821 12821 12821 808685 687329 0 16356 4770 4770 328420 230747 97673 74136 51148 22988 40563 24019 16544 30389 21036 9353 1413 1413 714 714 2283 2283 10587 10587 12485 12485 58201 58201 15445 5948 9497 77876 24565 53311 27175 27175 TUITION & FEES 69477 69477 SCHOOL MATERIALS & SUPP 52124 52124 MOVING EXPENSE 798 798 806856 539548 267308 0 218970 68826 486908 602406 2884829 329493 2519514 2555336 3225392 3226568 269 597 269 597 X 0 0 0 0 3225123 3225971 3225123 3225971 3225392 3226568 1829 -981 0 X X 0 1 X 1 0 X 883262 881817 824923 731339 779508 4100849 883262 881817 824923 731339 779508 4100849 4100849 29089 16311 24335 30948 19570 120253 4221102 0.97150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 727000 727000 1828551 102382 1726169 329278 227111 102167 2555336 X 807704 -981 -981 808685 0 808685 806856 0 806856 0 806856 PART X, LINE 2: THE TRUST IS DESIGNED AND OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE WHICH QUALIFIES AS SECTION 501(C)(3) AND IS NOT CLASSIFIED BY THE INTERNAL REVENUE SERVICE (IRS) AS A PRIVATE FOUNDATION AND WAS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES. THE TRUST FILES AN ANNUAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WITH THE IRS, WHICH IS OPEN TO PUBLIC INSPECTION. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE TRUST. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE AN ENTITY'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ENTITY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ENTITY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF JULY 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 CRAIG FEELY TRAINING COORDINATOR (OUTGOING) 128633 0 0 0 0 0 28602 0 19433 0 176668 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SOME TRUSTEES OF THE TRAINING FUND ARE ALSO MEMBERS AND/OR OFFICERS OF RELATED LABOR ORGANIZATIONS. SOME TRUSTEES CAN ALSO BE INVOLVED AS PARTICIPANTS AND/OR TRUSTEES OF OTHER BENEFIT TRUSTS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES CONSISTS OF THREE TRUSTEES REPRESENTING THE CONTRIBUTING EMPLOYERS AND THREE TRUSTEES REPRESENTING THE EMPLOYEES. EMPLOYER TRUSTEES - THE TRUSTEES REPRESENTING THE CONTRIBUTING EMPLOYERS WILL BE DULY APPOINTED AND AUTHORIZED TO ACT PURSUANT TO A RESOLUTION DULY AND REGULARLY ADOPTED IN WRITING BY THE MOUNT HOOD GLASS MANAGEMENT ASSOCIATION. EMPLOYEE TRUSTEES - AFTER DECEMBER 17, 2009, NEW EMPLOYEE TRUSTEES WILL BE APPOINTED BY THE EMPLOYEE TRUSTEE(S) BY AN INSTRUMENT IN WRITING DULY EXECUTED BY THE EMPLOYEE TRUSTEE(S) THEN SERVING. STARTING WITH EMPLOYEE TRUSTEE APPOINTMENTS MADE AFTER DECEMBER 17, 2009, AN INDIVIDUAL WHO IS AN EMPLOYEE OF THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 5 OR ITS SUCCESSOR (THE DISTRICT COUNCIL) MAY BE APPOINTED AS AN EMPLOYEE TRUSTEE ONLY IF, AT THE TIME OF APPOINTMENT, NEITHER OF THE OTHER TWO THEN SERVING EMPLOYEE TRUSTEES IS ALSO A DISTRICT COUNCIL EMPLOYEE. THE TRUSTEES SO APPOINTED WILL SIGN THE TRUST AGREEMENT, OR A DUPLICATE THEREOF, AND THE SIGNATURE WILL CONSTITUTE ACCEPTANCE OF OFFICE AND AGREEMENT TO ACT IN ACCORDANCE WITH THE TRUST AGREEMENT, AND TO BE SUBJECT TO ALL THE TERMS AND CONDITIONS THEREOF. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ALL APPLICABLE SCHEDULES ARE REVIEWED BY A MEMBER OF THE BOARD OF TRUSTEES PRIOR TO ITS FILING. IT IS MADE AVAILABLE FOR REVIEW BY THE ENTIRE BOARD OF TRUSTEES AT THE NEXT REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES AND SERVICE PROVIDERS OF THE TRUST ARE EXPECTED TO DISCLOSE ANY CONFLICT OF INTEREST. THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE ORGANIZATION. THIS INCLUDES A DISCUSSION OF ANY CURRENT OR POTENTIAL CONFLICTS OF INTEREST AT THAT TIME. FORM 990, PART VI, SECTION B, LINE 15B WAGES AND BENEFITS, INCLUDING THOSE OF THE TRAINING COORDINATOR, ARE DETERMINED BY REFERENCE TO COLLECTIVELY BARGAINED AGREEMENTS AND ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1 THE FINANCIAL STATEMENTS OF THE PLAN HAVE BEEN PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS METHOD OF ACCOUNTING OFTEN RESULTS IN A DISTORTION OF INCOME OR EXPENSE ON ITEMS THAT MAY HAVE BEEN EARNED OR INCURRED IN ONE FISCAL PERIOD BUT RECEIVED OR PAID IN ANOTHER. THE MODIFICATION TO THE MODIFIED CASH BASIS OF ACCOUNTING IS THAT THESE FINANCIAL STATEMENTS INCLUDE THE RECORDING OF DEPRECIATION ON PROPERTY AND EQUIPMENT AND TO ADJUST LIABILITIES FOR PAYROLL WITHHOLDINGS. MT HOOD GLASS MANAGEMENT ASSOCIATION INC 3434 SW WATER AVE PORTLAND OR 97239 936029902 IMPROVING THE GLAZING INDUSTRY OR 501(C)(6) 0 PAINTERS DISTRICT COUNCIL INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES - CONTRIBUTING EMPLOYER WA 0 GLAZIERS ARCHITECTURAL METAL & GLASS WORKERS LOCAL NO 740 11105 NE SANDY BOULEVARD PORTLAND OR 97220 930196332 ORGANIZING WORKERS AND IMPROVING CONDITIONS OR 501(C)(5) 0 ENCORE GLASS LLC CONTRIBUTING EMPLOYER OR N/A 0 0 MOUNTAIN VIEW GLAZING LLC CONTRIBUTING EMPLOYER OR N/A 0 0 PACIFIC NW GLASS & MIRROR CONTRIBUTING EMPLOYER WA N/A 0 0 AMERICAN-BUCHER JV CONTRIBUTING EMPLOYER AR N/A 0 0 CLEAR VIEW GLASS COMPANY LLC CONTRIBUTING EMPLOYER OR N/A 0 0 LEFT COAST DOOR & GLASS LLC CONTRIBUTING EMPLOYER OR N/A 0 0 ALLIANCE GLAZING TECHNOLOGIES CONTRIBUTING EMPLOYER IL N/A 0 AMBROSE GLASS INC CONTRIBUTING EMPLOYER OR N/A 0 AURORA GLAZING SOLUTIONS LTD 20215 97 AVENUE UNIT 1 LANGLEY BRITISH COLUMBIA CA V1M 4B9 CONTRIBUTING EMPLOYER CA N/A 0 BENSON INDUSTRIES CONTRIBUTING EMPLOYER OR N/A 0 BLACK LINE GLAZING CONTRIBUTING EMPLOYER OR N/A 0 CULVER GLASS COMPANY CONTRIBUTING EMPLOYER OR N/A 0 CURTIS GLASS COMPANY CONTRIBUTING EMPLOYER MI N/A 0 DEAMOR ASSOCIATES INC CONTRIBUTING EMPLOYER WA N/A 0 GRIZZLY GLASS & DOOR CONTRIBUTING EMPLOYER WA N/A 0 HARMON INC CONTRIBUTING EMPLOYER WA N/A 0 MARVS GLASS SHOP INC CONTRIBUTING EMPLOYER OR N/A 0 MCKENZIE GLASS CONTRIBUTING EMPLOYER OR N/A 0 PERFORMANCE CONTRACTING INC CONTRIBUTING EMPLOYER KS N/A 0 RIVER CITY GLASS CONTRIBUTING EMPLOYER OR N/A 0 RIVER CITY GLASS OF GRANTS PASS CONTRIBUTING EMPLOYER OR N/A 0 SMITH GLASS SERVICE CONTRIBUTING EMPLOYER OR N/A 0 SOUTH TOWN GLASS INC CONTRIBUTING EMPLOYER OR N/A 0 STEEL ENCOUNTERS INC CONTRIBUTING EMPLOYER UT N/A 0 WASHINGTON GLASS AND GLAZING CONTRIBUTING EMPLOYER WA N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MT HOOD GLASS MANAGEMENT ASSOCIATION INC C 100000